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Salesforce Marketing Cloud


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“Salesforce marketing cloud is like a magician with many tricks up his sleeve” – Quote by Dr Praveen, Marketing head for a hospital in Hyderabad. 

64% of consumers feel that businesses need to harness the latest tech tools to keep themselves relevant and ahead of the pack, as per a survey conducted. The marketing cloud of Salesforce is one such powerful tool in the hands of businesses. It allows you as a business to engage with your customers or prospects with curated, relevant messaging, at the right time. Thus instead of shooting arrows in the dark with no returns, targeted marketing is the mantra, the business returns the fruit.  

How does the Salesforce Marketing Cloud work for a business? 

  • All relevant data is unified in a central place and presented to give a holistic picture of the customer. 

  • Engage in a two way communication from start to finish, leading to a stronger bond and loyalty. 

  • Use the power of Artificial Intelligence to create and deliver personalised communication. 

  • Measurable KPIs help determine the effectiveness of the various marketing campaigns.

As you can see the Salesforce marketing cloud is a tool like no other. It provides a smooth experience at every leg of the customer interaction with the various unified tools at your command. In this blog, we shall get to know a little about its “welcome series of emails”, which is handy for breaking the ice and establishing a bond with prospective customers.

It is rather useful or should we say critical that if you have Salesforce marketing cloud, make use of its “welcome series of emails”. This is a great way to get your clients or prospective clients on-board and the start of a relationship which will strengthen over time. It is an option in the playbook feature present in all accounts and is pretty simple to get up and running. 

The welcome series consists of three emails which must go in regular intervals to your data base of contacts which must be accurate / clean of errors. These emails must make a great first impression cause as we know “the first impression is the last impression”. 

1st email: “Thank you for registering”. 

The first email should be from a leader in the business or maybe a spokesperson / PR chief which details the special approaches and impacts. 

2nd email: “Upcoming events” 

Use this email to educate / inform the client base about any events scheduled in the near future such as seminars, exhibitions, webinars, programs or other ways for them to interact or get involved with the business in a more personal way. 

3rd email: “More ways to connect” 

In this email, list the different ways the clients can engage with you whether online or offline. This could be in the form of attending events, social media, volunteering and so on. 

These above listed 3 welcome emails can be sent to the data base at an interval of a week or more (as preferred by you and configured in the cloud). This will keep you in the minds of the clients and stake holders. Thereafter you can follow up with getting them to sign up for newsletters and other sources of information and engagement.  Marketing is an art, a subtle art. Leverage the power of the Salesforce Marketing Cloud to be a maestro in marketing your business, your products or services. 

If you wish to get the Salesforce marketing cloud and see your financial turnover takes a turn for the better, Contact Codleo Consulting (a Registered Salesforce Consulting partner/Salesforce Cloud Alliance Partner) for a quick demo or an engagement session today.

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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